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Dylan Noel Zepeda

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keller Williams New Braunfels TX 01/2021 04/2021
Krauses Cafe New Braunfels TX 04/2021 04/2022
Cmr Construction And Roofing Haltom City TX 05/2021 08/2021
4D Capital Austin TX 05/2022 12/2022
Unemployed Cypress TX 01/2014 12/2020
Perrys Steakhouse Austin TX 04/2022 02/2023
Roaring Fork Austin TX 02/2023 06/2023
Charles Schwab & Co., Inc. Westlake TX 06/2023 Present
Charles Schwab Bank, Ssb Westlake TX 12/2024 Present
  • 01/2021 → 04/2021
    Keller Williams
    New Braunfels, TX
  • 04/2021 → 04/2022
    Krauses Cafe
    New Braunfels, TX
  • 05/2021 → 08/2021
    Cmr Construction And Roofing
    Haltom City, TX
  • 05/2022 → 12/2022
    4D Capital
    Austin, TX
  • 01/2014 → 12/2020
    Unemployed
    Cypress, TX
  • 04/2022 → 02/2023
    Perrys Steakhouse
    Austin, TX
  • 02/2023 → 06/2023
    Roaring Fork
    Austin, TX
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
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